Technical Financial Administrator

3 days ago


Wolverhampton, Wolverhampton, United Kingdom Retaind Limited Full time
About the Role

As a Technical Financial Administrator at Retaind Limited, you will be responsible for providing support to our practice and working alongside our administration and paraplanning function.

Your primary objective is to ensure the timely delivery of all business process needs by liaising with administrators and paraplanners. You will compile clear and comprehensive reports, including recommendations that meet compliance standards.

  • Liaise with administrators and paraplanners to ensure delivery of all business process needs;
  • Compile clear and comprehensive reports, with recommendations that meet compliance standards;

You will also provide post-meeting OSLs for clients and action associated tasks, including updating client information records on Salesforce. Additionally, you will obtain information, quotes, illustrations, and product details to provide meaningful comparisons for analysis.



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